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Barclays Wealth – FTSE Returns Plan January 2011

Barclays Wealth – FTSE Returns Plan January 2011

Type: Capital-protected bond

Aim: Growth linked to the performance of the FTSE 100 index

Minimum-maximum investment: £5,100-£500,000 Isa £10,200

Term: Six years

Return: 150% of the growth in the index capped at 42% of the original investment

Protection: Original capital returned in full at the end of the term regardless of the performance of the index

Closing date: February 28, 2011, February 14, 2011 for Isa transfers

Commission: Initial 3%



Fidelity raising £162m on Anthony Bolton’s China fund

The Fidelity China special situations investment trust is to raise another £162m through a C-share issue. The fund, which was the largest investment trust launch of the last 12 months, will offer 166.25m C-shares with an issue price of 100p per share. Net of expenses, the issue will raise £162.1m. The trust is still trading […]

Havant credit union members lose access to savings

Members of the Havant Area Savers Credit Union have lost access to access their savings. The FSA removed the credit union’s permission to accept deposits and banned it from making new loans or varying existing loans or repaying deposits on December 31, 2010. It remains unclear whether the union will be able to repay its […]


Webb says state pension will still be based on NI payments

Pensions minister Steve Webb has admitted reforming the basic state pension will be a tough task following a delay to a green paper proposing a flat-rate benefit. In October, the Government set out plans to introduce a universal pension and said a green paper would be unveiled by the end of last year. In December, […]

Mr Sipp retires after 40 years

Suffolk Life’s director of marketing John Moret has retired. Moret has worked in financial services for 40 years and earned the nickname “Mr Sipp” after spending much of his career promoting the product.


Case study: administration — managing group life schemes

Our client leads the global market in high-tech electronics manufacturing and digital media. The trustees of the company’s final salary pension scheme insure death-in-service lump sum and dependants’ pension death benefits for active employees, as well as dependants’ pension benefits for deferred members (those who have left service).


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